2019
Founded · Delhi
Upload your CAS or wealth statement. We’ll send back a thoughtful, written review — what’s working, what’s worth a second look, and what we’d flag if you were sitting across from us. No pitch, no obligation, no sales call after.
Portfolio review · Sample
— Reviewed by Accrue
No account to create. Nothing leaves our walls.
Your CAS from CAMS or KFintech, an MFU statement, or any wealth report from your existing distributor or platform. PDF or Excel.
Just enough to make the read useful — your stage of life, what the money is meant to do, and any goals you’re working toward.
A short read shows up on this screen within a couple of minutes. A fuller, formatted PDF lands in your inbox shortly after.
All fields except the file itself are optional. The more you share, the more useful the read — but a CAS alone gets you most of the way there.
A formatted PDF of this review — with the full breakdown — is on its way to your inbox. If it doesn’t land in fifteen minutes, drop a note to hello@accrue.in.
Your file moves over HTTPS to our review system. We do not store statements on shared drives, and they aren’t read by anyone outside Accrue.
The statement is parsed for the review and removed within seven days. The review itself, and your contact details, stay only with Accrue — never shared, never sold.
You don’t need to be a client. You don’t need to become one. If the review is useful, that’s the point. If a conversation feels right after, write back.
If you’d rather start by talking through what’s on your mind — the move you’re considering, the question you can’t shake, the inheritance that just landed — we’re happy to begin there.
Regulated · Independent · Open Architecture
A note on what this is. Accrue is a SEBI-registered mutual fund and investment distributor (ARN 162637, APRN 02629, BSE member code 33884). The review you receive is general information based on a portfolio statement you have shared, not personalised investment advice. Mutual fund and market-linked investments are subject to risks; please read scheme-related documents carefully. For personalised advice, please consult a SEBI-registered investment adviser. See full disclosures.